很久没有写东西了，趁_老虎社区_美港股上老虎

2022-05-18

很久没有写东西了，趁这段时间休息的蛮好，阅读了《美国大萧条》，对现在的经济形势有了一些新的认知。以下结论仅仅代表个人观点，不构成投资建议。

目前是经济周期清算的拐点，以往投资不当的资本品都有了较大的跌幅，恢复也会是非常缓慢的过程，是时候拥抱优质资产（暴跌过的资本品），适当配置黄金抵御M2扩张，剔除劣质资产（非核心地段房产）的时候。持有现金，打算开启买买买模式了。$腾讯控股(00700)$$半导体指数ETF-HOLDRs(SMH)$

分享我的交易策略

交易策略分享，说一说自己在交易中的那些神操作吧，你的idea说不定价值百万！

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

妥妥的幸福11
2022-05-21
妥妥的幸福11
如果我们普通人进入大萧条的时期，也千万不能走极端，不到走投无路不要自暴自弃，做好手头能做好的事，不断寻找生机，保障生存的情况下，多读书，多思考自己身上存在的可能性。
- 捡漏的扫地僧:
  投资自己才是最抗通货膨胀的方式吧
来一口汤
2022-05-21
来一口汤
大家完全低估了美国当年的富裕程度，反而是这么多年来，美国看起来国力上升，但是实质上平民的生活没有改善。
- Jet2017回复捡漏的扫地僧:
  上海中产严重不同意
- 捡漏的扫地僧:
  其实不买房，单纯讲国内的中产生活质量还是非常高的
花儿对我笑0
2022-05-21
花儿对我笑0
《美国大萧条》里写得很清楚，罗斯福不仅没有拯救美国，还让大萧条更严重了，从结果看还不如什么都不做呢。
- 捡漏的扫地僧:
  就让市场无形的手快速调整，政府完全不干预，可能比较理想化。目前国内的拯救政策托着房地产，经济就很难受了。
- 捡漏的扫地僧:
  靠市场无形的手快速调节，政府完全不干预，比较理想化了
花梨坎站
2022-05-21
花梨坎站
好多人尽管没有失业，但辛苦工作之后拿到的工资，也仅仅是勉强可以活着。所以现金真的很重要，另外就是黄金比较抗通胀。
- 捡漏的扫地僧:
  这个对于普通人真的无解，拿着现金被收通货膨胀费，投出去又容易亏损。
罗杰斯之王
2022-05-21
罗杰斯之王
大萧条时期，既是生产过剩，又是消费不足。市场流动性严重不足，穷人消费不起，中产不愿消费，经济一直在波浪式下降。
- 捡漏的扫地僧:
  国内原材料上涨可能是罪魁祸首，很容易造成企业家投资不当亏钱，生产过剩可能只是表象，很容易前期预估不足
明天周日
2022-05-19
明天周日
疫情过后，消费板块是爆发点哦
- 捡漏的扫地僧:
  有推荐的公司么

发表看法

297

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